THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - JACKSONVILLE, FL

 NAIFA-Jacksonville
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THE MEMBERSHIP NEWSLETTER OF NAIFA-JACKSONVILLE  -  JANUARY 2017

NAIFA - SAVE THE DATE
NAIFA - SAVE THE DATE

NAIFA-JACKSONVILLE'S 45th ANNUAL AWARDS GALA!

Thursday, February 23rd, 2017

EPPING FOREST YACHT & COUNTRY CLUB

6:00 PM

Special Presentations by 

Steve Saladino Paul Daugherty
Paul Daugherty, LUTCF, FSS, HIA 
NAIFA National President 

and 

Steve Saladino, LUTCF
NAIFA-Florida President

Plus presentation of the  2016 C.G. Snead/J.F. Bryan III Memorial Award 2016 Community Service Award , recognition of the  National Quality Award  recipients, and recognition of the  MDRT  qualifiers!

PLEASE JOIN US FOR A GREAT EVENING!

The cost is $50.00 per attendee.

Register Now
CLICK HERE TO REGISTER ONLINE!

Check our website at www.naifa-jacksonville.org for the latest updates.

Video President's Message of the Month  from Cheryl Canzanella, LUTCF! 
 .

In This Issue...
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2017 TAX LAW UPDATES

Special Presentation at NAIFA-Jacksonville's Joint Meeting with the Society of FSP - Northeast Florida Chapter


Thursday, January 26th, 2017

Epping Forest Yacht & Country Club

1830 Epping Forest Dr., Jacksonville, FL 32217

11:30 AM
Registration, Check In and Lunch Buffet

12:00 - 1:00 PM
Program Presentation: "2017 Tax Law Updates"


FEATURED SPEAKERS

Jonathan Hay    John DAquila

REGISTER NOW

Seating is limited so be sure to register early.  We may not be able to accommodate walk-ins.

For more information, please contact NAIFA-Jacksonville & The Society of FSP Northeast Florida Chapter at 904-695-2300 or info@naifa-jacksonville.org
 
K.C. Padget National Membership Day:  Are you ready?

K.C. Padget
NAIFA-Jacksonville Membership Director

Happy New Year!

Are you ready for NAIFA Membership Day on January 12th?

If you haven't already, make sure to reach out to your local/state association and ask how you can get involved.

Remember - all you have to do is call 3 non NAIFA members and ask them to join!

But what about the Prizes?

Don't you worry! There are still plenty of prizes!

Free Coffee. Gift cards. And most important, BRAGGING RIGHTS! (We know you can get more members than anyone else in your association)

All you have to do is send us the first name, last name and email address of the 3 nonmembers you ask to join via email at call3@naifa.org. You get a coffee on NAIFA (gift card form) just for submitting AND you'll be entered in a raffle to win one of three $100 Amazon gift cards.

We are currently at 194 and with your help we can grow our valued membership.

I am looking for volunteers to join the membership team. Please call me at 904-599-2588 and share the good news that you are willing to help our cause.

SO CALL 3 WITH KC!!!
 
Curtis James Jr. Young Advisors Team YAT NOTES

Curtis James, Jr.
NAIFA-Jacksonville Young Advisors Team Chair

March is YAT Awareness month and we have some excellent programs in store.

Join us on March 30th for the regularly scheduled luncheon at Epping Forest as we host Top of the Table Producer Brandon Schiralli.

You don't want to miss our Hoops for Hopes event with part of the proceeds going to Wolfson Children's Hospital (Date TBD).

NAIFA created the Young Advisors Team (YAT) for members who are 40 years of age and under, or within their first five years in the industry. The purpose is to ensure that young and new advisors receive the vital tools, resources, and networks necessary to succeed in the financial services industry.

For more information about NAIFA's Young Advisor Team, please click HERE or contact YAT Chair Curtis James Jr. at 904.997.3036 or cjames@ft.newyorklife.com.


NAIFA-Florida 2017 Legislative Day on the Hill

MARCH 21, 2017   /   TALLAHASSEE, FLORIDA

NAIFA-Florida 2017 Legislative Day on the Hill

Attending the annual NAIFA-Florida Legislative Day on the Hill is your opportunity to participate in the political process. NAIFA-Florida protects your career before the Legislature. OUR voices must be heard...and WE can't do it without YOU!

2017 will feature a new meeting format!

KICKOFF BREAKFAST, 7:00 AM - 9:15 AM

LEGISLATIVE APPOINTMENTS, 9:30 AM - 4:30 PM

DINNER UNDER THE OAKS, 4:30 PM - 8:30 PM

EARLY BIRD REGISTRATION ENDS MARCH 1, 2017 

   

NAIFA-Jacksonville Event Calendar through June 2017!

#NAIFAThursdays 

Thursday, January 12, 2017
8:30am - 10:00am Board Meeting - All Members Welcome
Location: Enterprise Park, 4190 Belfort Road, Jacksonville, FL 32216.

Thursday, January 26, 2017
11:30am Check In & Buffet Lunch
12:00pm - 1:00pm Program - A joint meeting with the Society of FSP Northeast Florida Chapter
     - 2017 Tax Law Updates featuring A
ttorney Jonathan L. Hay, JD and John D'Aquila, CPA.
Location: Epping Forest Yacht & Country Club, 1830 Epping Forest Dr., Jacksonville, FL 32217.

Thursday, February 9, 2017
8:30am - 10:00am Board Meeting - All Members Welcome
Location: Enterprise Park, 4190 Belfort Road, Jacksonville, FL 32216.

Thursday, February 23, 2017
6:00pm - 8:30pm NAIFA-Jacksonville 45th Annual Awards Gala
     - Presentation - 2016 C.G. Snead/J.F. Bryan, III Memorial Award & 2016 Community Service Award
     - Recognition - 2016 MDRT Qualifiers, 2016 National Quality Award recipients, Long Term Members
Location: Epping Forest Yacht & Country Club, 1830 Epping Forest Dr., Jacksonville, FL 32217.

Thursday, March 9, 2017
8:30am - 10:00am Board Meeting - All Members Welcome
Location: Enterprise Park, 4190 Belfort Road, Jacksonville, FL 32216.

March 21 - 22, 2017
NAIFA-Florida Legislative Day on the Hill in Tallahassee FL. A new format check it out - Click here for details.

Thursday, March 30, 2017
11:00am New Member Orientation
11:30am Check In & Buffet Lunch
12:00pm - 1:00pm Program - Celebrate and Network with the Young Advisors Team (YAT)
     - Featured Speaker - NAIFA Florida top 4 Under 40 in 2016 Branden C. Schiralli, CLTC

Location: Epping Forest Yacht & Country Club, 1830 Epping Forest Dr., Jacksonville, FL 32217.

Thursday, April 13, 2017
8:30am - 10:00am Board Meeting - All Members Welcome
Location: Enterprise Park, 4190 Belfort Road, Jacksonville, FL 32216.

Thursday, April 27, 2017
NAIFA-Jacksonville Day of CE. Complete
details forthcoming.

Thursday, May 11, 2017
8:30am - 10:00am Board Meeting - All Members Welcome
Location: Enterprise Park, 4190 Belfort Road, Jacksonville, FL 32216.

Thursday, May 25, 2017
11:00am New Member Orientation
11:30 am Program 
     - Celebrate Disability Insurance Awareness Month with featured speaker Tom Wong.
Location:  Epping Forest Yacht & Country Club, 1830 Epping Forest Dr., Jacksonville, FL 32217

Thursday, June 8, 2017
8:30am - 10:00am Board Meeting - All Members Welcome
Location: Enterprise Park, 4190 Belfort Road, Jacksonville, FL 32216.

Thursday, June 22, 2017
11:00am New Member Orientation
11:30am Annual Business Meeting & Program
     - Elections & Installation of the 2017-2018 Officers & Board of Directors
     - MDRT Panel 
Location: Epping Forest Yacht & Country Club, 1830 Epping Forest Dr., Jacksonville, FL 32217

Check our website at www.naifa-jacksonville.org for the latest news and updates.



Advisor Today FROM THE ADVISOR TODAY BLOG:

Seven Steps to Success in 2017

It's that time of year again to think about change, improvement, and new achievements for your company in the New Year. But we know from research that 92% of all New Year's resolutions fail. So you might ask yourself: Why bother? However, instead of giving up, you should make resolutions in a more effective way. There are many reasons why business resolutions fail. Having studied and worked with successful companies for over three decades, I know there are some secrets for success. So to get your company off to a great start, consider these tips:

1. Set a baseline. Spend time with your team reflecting on your past accomplishments. The New Year is a perfect time to take stock of where you are and where you want to go as an organization at any level. Creating a list of your 2016 accomplishments is a good starting place.

2. Reaffirm your vision and mission. Today's workforce, especially Millennials, wants to be a part of an organization that makes a difference. Have you translated your purpose and mission into terms that employees can rally around? If not, take a day to work through this. Even better, you can build or update a compelling story with teams of employees from different functions and locations. This will provide you with a rallying cry that everyone understands and buys into.

3. Help employees to reflect. Ask your employees to spend time on reflecting their life goals and the role of their work in those goals. Achieving fulfillment in life is important to nearly every person we interviewed recently in our research. Offer them resources to help that thinking - books, training, a webinar, or a mentor. What we are discovering in our research is that fulfilled employees are more productive than others because they are more aligned, capable and engaged with the organization. Unfulfilled people either leave or stay in a way that is debilitating to others.

4. Set realistic and stretch goals that will energize people. The realistic targets should be those that you are fairly confident you can accomplish. It's best to break those up into smaller milestones that will allow you to celebrate accomplishments throughout the year. Stretch targets create some risk and challenge, which, as we learned from our research, create greater fulfillment for people. Most of the highly fulfilled people in our study looked back to times along the way when they took risks and learned some of the best things in life.

5. Measure, measure and measure. Vague goals never generate much momentum. A long history of psychological research tells us that goals that are specific and measureable are the most motivating and are likely to be accomplished. Nearly everything at work, even softer things like employee engagement or customer loyalty, can be measured. If it's worth doing, it's worth measuring.

6. Solicit feedback. We know from years of research that performance feedback is critical in enabling people to make course corrections in pursuit of their goals. Without good feedback, we are often distracted by competing demands. Timely and frequent feedback from a respected source - a measure, customers, or a supervisor - will provide the extra boost to achieve those resolutions that otherwise will not be achieved.

7. Hold people accountable. While most of us take responsibility for actions leading to agreed-upon goals, stuff happens. It helps to have rewards tied to the accomplishment of goals. Stretch goals should be rewarded handsomely. Rewards are the last element that will provide the finishing touches needed to keep resolutions on track.

Finally, it pays to take these steps early in the year while there is plenty of time to launch new plans and goals. Remember that it is almost impossible to accomplish stretch goals if you keep doing the same things you have done before. If you innovate and take new approaches, you'll set yourself up for success in 2017. 

Bio: William A. Schiemann, Ph.D., is CEO of Metrus Group. He is a thought leader in human resources, employee engagement, and fulfillment. He is the author of Fulfilled! Critical Choices - Work, Home, Life. For more information, visit www.wschiemann.com.

Visit the Advisor Today Blog at www.advisortodayblog.com.


Budget
NAIFA MEMBER BENEFIT OF THE MONTH

Budget Car Rental

Make your budget go further by getting a great deal on a great car from Budget. As a NAIFA member, you'll get an amazing deal every time you rent - up to 25 percent off Budget's great rates. 

To book your car, visit Budget Car Rental at:

Or call toll free 1-800-527-0700 and mention the NAIFA BCD number R198142 to receive your discount. Make the smart choice, rent Budget and start saving today!

NEW! Budget Truck Rentals

Looking for discounts on Budget Trucks Rentals? Members save up to 15% off Sunday - Thursday and 10% off Friday - Saturday. Click HERE for more information.


For a complete and comprehensive list of all the exclusive benefits of NAIFA membership, please visit www.naifa.org/Practice-Resources.


NAIFA
Ask a non-member to join NAIFA today!

NAIFA is the largest financial services membership association in the United States, comprised of more than 700 state and local associations representing the interests of 200,000 members and their associates nationwide. NAIFA's goal is to protect your livelihood and your clients' financial security.

To join or renew securely online, please visit  www.naifa.org.
 


215 LHVA Prelicensing Course
NAIFA-Jax Presents the 215 LHVA Prelicensing Course

LIVE AND ONLINE!
 
The cost to attend is $200. Live classroom course is seven days each month from 8:00 am - 6:00 pm.

Next live course dates:

January 20, 21, 22, 23, 28, 29, 30 

Adam W. Herbert University Center,  8:00 am - 6:00 pm


ONLINE CLASSES ALSO AVAILABLE!

Click HERE for complete details and registration for our live and online class opportunities.
 

IFAPAC
GOVERNMENT ADVOCACY

NAIFA's Mission Aided with PAC and PIC

The core mission of the National Association of Insurance and Financial Advisors is advocacy. There is a common misconception that NAIFA membership dues include all the dollars needed to fund our national and state advocacy efforts. The fact is that NAIFA spends over 25% of its 12 million dollar annual budget to pay for lobbyists and programs to support our advocacy efforts. However, additional funds are needed to help gain access to our elected representatives. The source of these funds are from the Insurance and Financial Advisors Political Action Committee (IFAPAC).

IFAPAC's goal is to help the associations advance the legislative and regulatory interests of the members of NAIFA. While any U.S. citizen can contribute to IFAPAC, only members of NAIFA may be solicited to do so. Contributions must be voluntary. Contributions are not tax deductible for federal income tax purposes. Of approximately 4,600 political action committees registered with the Federal Election Commission, IFAPAC ranks in the top tier. IFAPAC is the largest insurance PAC in the country. In the last election cycle, the national IFAPAC contributed approximately $1.8 million to federal candidates and committees.

For Three Easy Ways to Contribute to IFAPAC, please click HERE. To contribute online, please visit www.naifa.org/advocacy/IFAPAC.

APIC
Insurance and Financial Advisors Political Involvement Committee (IFAPIC)

Our business is based on building relationships. The world of politics is no different. One of NAIFA's greatest strengths is that we have membership representation in each Congressional District in the country.

It is vitally important that we know which of our members know elected officials and how well they know them. Please click on the link below and complete the legislative contact form:

 

IT PAYS TO BE A MEMBER!

NAIFA-Jacksonville

For the latest news and updates, please visit our website at www.naifa-jacksonville.org.  For more information, contact NAIFA-Jacksonville at  (904) 695-2300 or info@naifa-jacksonville.org .
 
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